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Commercial Lines Seminars
(Click on the city links to register)

 
  • Advanced Commercial Lines Case Studies -New-
  • 3 Technical Credits
  • Nick Batistic
Commercial risks can be very complex. In this seminar, undertake in-depth case studies of various commercial risks to design insurance programs that address all exposures and to make risk-management recommendations. The case studies include identification of complex and diverse commercial exposures. This seminar is an excellent opportunity for brokers and other industry professionals to enhance and strengthen their knowledge of commercial risks and coverages. The session is presented via a combination of guided discussions and breakout sessions.
Who Should Attend: This seminar will be of particular interest and benefit to intermediate and senior-level commercial lines brokers.
07 Apr 20
Executive Hotel
1PM - 4PM
Broaden your risk-management knowledge by getting a better understanding of the processes involved when a physical inspection is performed for your commercial lines client. The topics discussed will include: occupancy classes, constructions classes, interior finishes, and common hazards (heating/electrical/plumbing). Gain a better appreciation of the special hazards associated with different classes of occupancies such as restaurants (fixed extinguishing systems), automotive garages (spray painting & welding), manufacturing (flammable liquids & compressed gases), and woodworking (dust collection & housekeeping). Take a look at premise liability concerns with special emphasis on slip and fall, means of egress, impact protection, snow removal, and more.
Who Should Attend: All commercial lines brokers.
21 Apr 20
Executive Hotel
9AM - NOON
Have you recently moved to the commercial lines side? Or are you looking to refresh your knowledge of commercial package policies? If so, this program is for you! In this interactive all-day seminar, you’ll perform an in-depth analysis of the key components of a commercial package policy, and explore the base coverages (property and liability) and typical package coverage features, including tenant’s leasehold improvements, by-laws, equipment breakdown, business interruption, professional fees and more. You’ll also learn how to perform a comparison and receive highly useful risk management and selling tips.
Who Should Attend: This program is designed for sales and service brokers who are new to commercial lines or for any broker wanting a refresher of the coverage “gems” found in commercial package policies.
31 Mar 20
Ramada Lodge Hotel
9AM - 4PM
  • Best Practices for Assessing Commercial Exposures -New-
  • 3 Technical Credits
  • Nick Batistic
In this seminar you’ll explore game planning for successful commercial business production. You’ll learn effective methods for commercial client prospecting, including how to research prospects, how to properly analyze commercial exposures, and the best ways to handle prospect expectations. You’ll then discuss marketing strategies and learn how to prepare risk submissions that engage commercial underwriters. Along the way, you’ll tackle case studies to reinforce your learning.
Who Should Attend: Brokers who are new or relatively new to commercial lines.
27 Feb 20
Executive Hotel
9AM - NOON
  • Brokering in a Hard Market - The Commercial Broker Value Proposition -New-
  • 2 Technical Credits
  • Mario Fiorino
Gain insights on how you, the insurance broker, can best support your clients’ expectations when you provide them with service in the hard commercial-lines market. In this webinar, you’ll look at the current economic drivers of the market, commercial property, liability and transportation considerations, the impact of climate change and adaptation to it, how to explain market implications to insureds, how to avoid gaps in coverage, how to manage expectations in the claims process, and the impact of predictive underwriting on commercial risks.
Who Should Attend: All commercial lines brokers, especially those at the junior to intermediate level.
15 Apr 20
Web Broadcast
10AM - NOON (PST)
  • Business Interruption - Beyond the Basics
  • 3 Technical Credits
  • Melanie Needham
Put the accounting textbooks aside and obtain the tools you need to feel confident working with business-interruption insurance! In this in-depth and interactive webinar, you’ll get hands-on practice determining coverage levels and claims settlements through case studies. You’ll review the most common forms – Profits, Gross Earnings, and Extra Expense – and walk through a numerical example to see how the actual loss sustained is calculated in each. Overall, you’ll learn about the four key concepts to properly write business income coverage, major business income policy provisions, non-coinsurance options and when to consider them, how to determine extra expense needs and options for providing coverage, how a claim gets adjusted, and common claim issues.
Who Should Attend: All commercial lines brokers who want to become more comfortable working with business-interruption coverage.
29 Apr 20
Web Broadcast
1PM - 4PM (PST)
  • Commercial Lines Claims 101 -New-
  • 2 Technical Credits
  • Michael Mesic
In this in-depth webinar, you’ll start by going over the landscape of current financial losses in commercial lines. From there, you’ll take a look at the CGL policy and business-interruption coverages and learn the reason why insurers are increasingly paying losses under these policies. You’ll dive deep into various commercial-lines claims and talk about why a policy may or may not have the duty to defend or pay. You’ll also learn how quantum is determined for commercial property and liability losses.
Who Should Attend: All commercial-lines brokers, especially those at the junior and intermediate level.
18 Mar 20
Web Broadcast
10AM - NOON (PST)
If you think cyber-liability insurance is just for big companies, think again! With the ever-increasing threat of a data breach, cyber-liability insurance must be an integral part of all your commercial clients’ coverages. It can make the difference between staying in business or shutting down after an attack. In this seminar, you’ll learn about the various types of cyber threats businesses face today and how to mitigate the risks. You’ll discuss potential claims with real-life examples, things to look for in coverage, and the litigation side of things.
Who Should Attend: All commercial lines brokers at all levels.
25 Mar 20
Web Broadcast
2PM - 4PM (PST)
This webinar begins with an overview of all that Directors & Officers coverage entails. You’ll learn exactly who needs it, what’s included in the coverage, and how to complete an application for it. You’ll then undertake a comprehensive case study, which will consist of a review of an application with financial statements and by-laws. You’ll also discuss how to understand all of the aspects and common underwriting flags to look for.
Who Should Attend: All insurance brokers at all levels.
18 Nov 20
Web Broadcast
1PM - 4PM (PST)
  • Effective Commercial Lines Account Renewal Processes -New-
  • 2 Technical Credits
  • Jo Anne Mitchell
When a commercial policy comes up for renewal, it’s not the time to sit back and coast. Instead, it’s an ideal time and important opportunity to cement the relationship with your client by reviewing the risk and providing professional risk-management advice. Join us for this dynamic and interactive webinar where you’ll get tips and techniques for performing effective technical renewal reviews including: how to fully address the renewal expectations of all stakeholders in the renewal process, the information and steps needed to ensure successful renewals, how to re-market a renewal while avoiding errors and omissions problems, who should be involved in the renewal process, and when to perform the renewal review.
Who Should Attend: All beginner and intermediate commercial-lines brokers.
22 Apr 20
Web Broadcast
9:30AM - 11:45AM (PST)
  • Front Line Commercial Building Inspection
  • 3 Technical Credits
  • Nick Batistic
Every broker who submits a commercial-property risk - and often a liability risk - to an underwriter needs to understand the physical aspects the underwriter will look for. Not every risk is the best of its class but, nonetheless, if an underwriter gets a clear and reasonably complete inspection report from the broker, s/he’s more likely to produce quicker and more favourable terms. In this seminar, learn from a former commercial broker, claims examiner and risk inspector what to look for in physical risks. You’ll take an in-depth look at the attributes of commercial buildings, including their construction types, heating, plumbing and electrical hazards, and more.
Who Should Attend: All Commercial Lines brokers.
30 Apr 20
Comfort Inn
9AM - NOON
14 May 20
Ramada Lodge Hotel
9AM - NOON
26 Nov 20
Executive Hotel
9AM - NOON
  • Getting Started in Commercial Lines - 4-Module Series
  • 12 Technical Credits (3 CE credits per module)
  • Jo Anne Mitchell
Are you new to commercial lines? Have you wondered where you can get the information you need to make the transition to commercial as quickly and smoothly as possible? If so, this webinar series is a must! By completing all four modules, you’ll learn the basics of commercial risk assessment and get good grounding in commercial property and liability coverages. You’ll be able to apply what you learn right away! In Module 1 you’ll explore risk management concepts and methods to asses a commercial risk using key sections of the CSIO Commercial Application form. You’ll also investigate commercial liability exposures. In Module 2, you’ll look at the basics of commercial building construction and property protection systems. In Module 3, you’ll gain knowledge of commonly used commercial property wordings. And in Module 4 you’ll finish up with an introduction to the Commercial General Liability policy.
Who Should Attend: Account executives and customer service brokers who are transitioning into a commercial lines role. This webinar series is also appropriate for a newly licensed broker moving directly into a commercial lines position.

NOTE: While attendance in all four modules is not mandatory, it’s highly recommended.
Module 1 – Commercial Risk Assessment Using the CSIO Commercial Application
5 Feb 20
Web Broadcast
9:30AM - NOON (PST)
Module 2 – Commercial Building Construction and Property Protection Systems
12 Feb 20
Web Broadcast
9:30AM - NOON (PST)
Module 3 – Introduction to Commercial Property Wordings
19 Feb 20
Web Broadcast
9:30AM - NOON (PST)
Module 4 – Introduction to Commercial Liability Including the CGL Policy
26 Feb 20
Web Broadcast
9:30AM - NOON (PST)
  • Insurance to Value - Commercial Lines -New-
  • 2 Technical Credits
  • Juanita Morris
In this webinar, you’ll take an in-depth look at why insurance-to-value (ITV) is so important for all stakeholders in the insurance contract. In addition to gaining a stronger understanding of co-insurance, you’ll learn how ITV is properly determined, what the various commercial-building construction types are, the importance of ITV for tenants’ legal liability, and other trending issues.
Who Should Attend: All Commercial Lines brokers, especially those new to handling commercial-property risks.
18 Nov 20
Web Broadcast
10AM - NOON (PST)
  • Introduction to Commercial Lines Risk Assessment
  • 6 Technical Credits
  • Jo Anne Mitchell
This two-part interactive webinar will provide you with the skills you need to assess and perform front-line underwriting of commercial risks. You’ll learn several common methods of risk assessment, and will have an opportunity to apply this theory through case studies and group activities. You’ll leave this program with the ability to identify exposures to financial loss and make appropriate loss control and coverage recommendations.
Who Should Attend: While of primary of benefit to brokers who are new to commercial lines, senior brokers will also benefit from this in-depth seminar.

NOTE: You must attend both parts of this webinar to qualify for CE credits.
Part 1: 21 Oct 20 All Areas Web Broadcast 9:30AM - NOON (PST)
Part 2: 28 Oct 20 All Areas Web Broadcast 9:30AM - NOON (PST)
  • Keeping Up to Date with Building Bylaws - 2020 -Updated-
  • 3 Technical Credits
  • Nick Batistic
To be able to provide good advice to your building-owner clients, this half-day seminar will help you come to grips with the various, sometimes intricate bylaws that govern reconstruction of commercial buildings. You’ll also learn about related processes within the municipal system. Gaining this knowledge will also help you to recommend appropriate endorsements for the property policy. Bylaws are a continuously moving target, so be sure to attend this seminar to be up-to-date on current information.
Who Should Attend: All brokers handling Commercial Lines accounts.
30 Apr 20
Comfort Inn
1PM - 4PM
14 May 20
Ramada Lodge Hotel
1PM - 4PM
26 Nov 20
Executive Hotel
1PM - 4PM
In this webinar, trial-defence lawyers will take you through legal cases and discussion of coverages for design professionals, including architects and engineers. You’ll also take a good look at the exposures they face, related coverages, and typical defenses in construction-defect claims.
Who Should Attend: Intermediate and senior commercial-lines brokers.
06 May 20
Web Broadcast
11AM - NOON (PST)
  • Management of Risk - Commercial Lines -New-
  • 3 Technical Credits
  • Nick Batistic
In this seminar, you’ll investigate and discuss the preliminary stages of commercial-lines risk management. But this is not a formal or traditional risk-management workshop. Instead, you’ll explore tools, reasoning, and strategies to provide extra wow-factor service to your small to medium-sized commercial clients who aren’t sophisticated or large enough to practice risk management at a high level. Overall, this seminar will raise your “value-added” quotient to help you attract, secure, and retain small to medium commercial clients.
Who Should Attend: All commercial lines brokers.
27 Feb 20
Executive Hotel
1PM - 4PM
In this interactive webinar you’ll take a deep dive on various, less considered commercial coverages, including aviation insurance, glass coverage, event cancellation and jeweller’s block. You’ll gain an in-depth understanding of the coverages and the underwriting concerns related to each.
Who Should Attend: All commercial lines brokers at all levels.
21 Oct 20
Web Broadcast
1PM - 4PM (PST)
  • Physical Risk Factors - Commercial Lines
  • 3 Technical Credits
  • Nick Batistic
In this webinar you’ll learn how to determine local risk factors for commercial lines, how to help your commercial clients understand exposures and concerns, and what strategies to use for dealing with them. You’ll focus on risk factors related to fire, crime, earthquake, and flood.
Who Should Attend: Junior and intermediate-level commercial lines brokers.
07 Apr 20
Executive Hotel
9AM - NOON
  • Professional Liability: An In-depth Introduction
  • 3 Technical Credits
  • Melanie Needham
In this in-depth webinar, you’ll start by looking at what professional-liability coverage entails. You’ll discuss who needs the coverage, what’s included in it, and how to properly complete an application for it. You’ll undertake a comprehensive case study, which will consist of a review of a professional-liability application. Along the way, you’ll learn about various professional-liability issues and exposures and the underwriting flags to look for.
Who Should Attend: All commercial lines brokers, especially those at the junior to intermediate level.
12 Feb 20
Web Broadcast
1PM - 4PM (PST)
  • Special Liability Exposures and Insurance Solutions
  • 3 Technical Credits
  • Alan Kavanaugh
In this seminar, you’ll take an in-depth look at specific liability and associated risk concerns in condominiums, apartments, schools, community halls, and other risks. The topics discussed will include: descriptions of various activities and hazardous areas associated with these occupancies, loss-control practices that should be initiated to help mitigate future liability concerns, and a review of key liability-insurance solutions for these areas. Along the way, you’ll investigate the hazards associated with interior and exterior walkway areas, hallways and means of egress, playground and sports fields, swimming pools and hot tubs, fitness rooms, and more. As an added bonus, you’ll learn how to develop a fully documented inspection program, which you can adapt for use with your own commercial clients and underwriters.
Who Should Attend: All commercial lines brokers.
21 Apr 20
Executive Hotel
1PM - 4PM
  • The Fabric of Commercial Lines Placements - Market or MGAs?
  • 2 Technical Credits
  • Nick Batistic
Many brokers decide on a daily basis which business should go to their contracted markets and which should go to one of many managing general agents (MGAs). There are advantages and disadvantages of going with either. In this webinar, you’ll explore those advantages and disadvantages and the many concerns and influences that determine and flow from such placement decisions. The topics discussed will include: the important role of MGAs, relationships versus products, and the efficiencies, capacity, commissions and influences on long term stability of choosing MGAs over the regular market.
Who Should Attend: All commercial lines brokers.
04 Nov 20
Web Broadcast
10AM - NOON (PST)
  • Understanding Directors and Officers Liability
  • 2 Technical Credits
  • Mario Fiorino
In this webinar, you’ll address the critical issues facing directors and officers today and get the tools necessary to provide steady and prudent insurance counsel and advice in a demanding legal environment. You’ll learn about the regulatory framework of directors and officers’ liability and corporate governance, the liability risk assessment factors for private and not-for-profit organizations, and the ins and outs of directors and liability insurance coverage. A variety of teaching methods will be applied, including discussion of coverage-specific case studies.
Who Should Attend: All commercial lines brokers at all levels.
14 Oct 20
Web Broadcast
2PM - 4PM (PST)